Charles “Chuck” Conrad, JD

Founding Partner

Chuck is a seasoned financial advisor with over 20 years of experience in the industry and a co-founder of Maverick Financial Strategies. He specializes in serving the needs of business owners, women, and retirees. Chuck partners with his clients to help them make important financial decisions they may be afraid to make on their own.

Chuck is a lifelong learner, earning a bachelor’s degree from Bowling Green State University and a law degree from the Cleveland State University College of Law. He engaged in the private practice of law for several years focusing on tax and estate planning before becoming a financial advisor. As an advisor, he holds FINRA Series 7, 63, and 65 licenses.

As a former paratrooper in the United States Army’s 82nd Airborne Division. Chuck knows the value of public service. He regularly volunteers with the Adoption Network and is a past president of the Rocky River Kiwanis Club. Chuck and his wife support Saint Joseph Academy (volunteering for their rugby program) and Lakewood St. Edward High School. In his free time, he enjoys exercise and nutrition, reading, watching and playing sports, watching documentaries, and spending time with his family.

Testimonials

Larry

“I met Chuck back in 2009 and have been a client ever since. Not knowing much about retirement savings and financial portfolios, I asked Chuck why I should put my trust in him. Chuck confidently responded that he would make me two promises that he would always keep: 1. “I will never betray your trust in me,” and 2. “I will always tell you the truth as I know it even if you may not like it.”

Those two promises have been kept ever since, and I trust Chuck immensely!  I’d like to think that over the years the many discussions, meetings over lunch, and time we’ve spent together that Chuck and I have a special relationship, one that is based on a foundation of friendship rather than of a financial advisor/client. I believe Chuck is a stand-up guy and that’s rare in today’s world.  We need more stand-up guys like Chuck and I feel blessed to have his counsel and friendship.” – Larry

Sandy

“I met Chuck Conrad eleven plus years ago after the unexpected death of my husband. I had no idea how to deal with his 401(k) and retirement benefits. I was in a state of shock, and Chuck helped me out so much by taking the reins and doing what he does best—taking care of the needs of others. I can always call him or his staff with any questions or concerns and know that everything will be handled. He’s done great for me.” – Sandy

This testimonial may not be representative of the experience of other customers. The testimonial is no guarantee of future performance or success.
If the person is a client.
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If cash or non-cash compensation was provided.
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This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success.

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